CPIG
SVC

Chicago Partners Investment Group’s Service Properties Trust SVC Stock Holding History

Chicago Partners Investment Group’s Portfolio SVC Stock Details SVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-32
Closed -$4K – 842
2018
Q3 		$4K Buy
32
+16
+100% +$2.29K ﹤0.01% 954
2018
Q2 		$2K Hold
16
– – ﹤0.01% 924
2018
Q1 		$2K Hold
16
– – ﹤0.01% 903
2017
Q4 		$2K Sell
16
-200
-93% -$29.4K ﹤0.01% 857
2017
Q3 		$31K Sell
216
-16
-7% -$2.25K 0.01% 528
2017
Q2 		$34K Buy
+232
New +$35.4K 0.01% 442

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Chicago Partners Investment Group's SVC Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Service Properties Trust (SVC) in Q4 2018, closing a stake of 32 shares — an estimated $4K sold.

Chicago Partners Investment Group first reported a position in SVC in Q2 2017 and held it in 6 quarters. The position peaked at $34K in Q2 2017. 355 funds tracked by Wall St. Rank hold SVC as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining Service Properties Trust position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 32 Service Properties Trust shares in Q4 2018, an estimated $4K.
  • Chicago Partners Investment Group first reported a position in Service Properties Trust in Q2 2017 and held it in 6 quarters.
  • Chicago Partners Investment Group's Service Properties Trust position peaked at $34K in Q2 2017.
  • 355 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.